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Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Posted January 2024

The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.

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Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Posted December 2023

Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded. 

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Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Posted November 2023

Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.

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Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
Posted October 2023

Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.

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70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Posted September 2023

Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.

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August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023

If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.

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Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023

There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.

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A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits 
Posted June 2023

An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.

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Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023

Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.

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Three Deduction Opportunities to Consider This Tax Season
Posted April 2023

Do you know about these tax-saving opportunities to consider during tax season? Read more to learn three ways to deduct certain contributions and why others are not deductible.

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Stock Market Bringing You Dow(n)? Turn Losses into Wins
Posted March 2023

Do you know how to turn market losses into wins while also achieving your charitable objectives?  Read more to learn about this tax-savvy giving strategy. 

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When It’s Gone, It’s Gone—Or Is It?
Posted February 2023

Have you heard about this creative way to use life insurance in your estate planning? Read more to learn how this asset-replacement strategy can help you reach your goals. 

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3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist
Posted January 2023

Do you know how to multiply your philanthropy by using social media? Read more to learn three ways you can use your influence to inspire generosity in others.

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Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving
Posted December 2022

Would like to give yourself a “holiday bonus” while also supporting our mission? Read more to learn four ways to make strategic year-end gifts that benefit you and our organization.

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